SWM
Scissortail Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
1,369
+37
| +3% | +$10.1K | 0.09% | 82 |
|
|
2025
Q1 | $357K | Buy |
1,332
+100
| +8% | +$26.8K | 0.09% | 83 |
|
|
2024
Q4 | $412K | Buy |
1,232
+1,220
| +10,167% | +$408K | 0.11% | 91 |
|
|
2024
Q3 | $365K | Sell |
12
-1,257
| -99% | -$38.3M | 0.09% | 94 |
|
|
2024
Q2 | $326K | Buy |
1,269
+310
| +32% | +$79.7K | 0.08% | 93 |
|
|
2024
Q1 | $289K | Sell |
959
-2,440
| -72% | -$735K | 0.08% | 97 |
|
|
2023
Q4 | $978K | Buy |
+3,399
| New | +$978K | 0.31% | 66 |
|
|
2023
Q1 | – | Sell |
-3,246
| Closed | -$542K | – | 59 |
|
|
2022
Q4 | $542K | Buy |
+3,246
| New | +$542K | 0.31% | 68 |
|